ApproveThis manages your DaySchedule approvals.

Why This Combo Works (And Why Your Team Will Care)

Let’s cut to the chase: approval processes suck when they’re manual. Especially when you’re dealing with calendars, client meetings, and events that need last-minute changes. That’s where pairing ApproveThis with DaySchedule through Zapier turns into your secret weapon. Think of it like giving your scheduling process a brain transplant – suddenly it knows exactly who needs to sign off on what, when to escalate issues, and how to keep everyone honest.

The Nuts and Bolts

DaySchedule handles the "when" – appointments, events, cancellations. ApproveThis handles the "who said yes" – verifying decisions, getting sign-offs, documenting accountability. Together through Zapier, they automatically trigger approval workflows based on real-time scheduling changes. No more chasing down managers in Slack because Susan from accounting booked a client lunch without budget approval.

Real-World Use Cases That Don’t Suck

1. Event Management Teams: No More “Oops, We Forgot the Permit”

Picture this: Your team schedules a rooftop product launch in DaySchedule. Five minutes before the event starts? That’s a bit late to realize you never got fire marshal approval. With this integration:

• DaySchedule triggers an ApproveThis workflow 24hrs before events
• Safety checklists auto-send to facilities managers
• Events only proceed after verified approvals

Who benefits: Marketing agencies, conference organizers, anyone who’s ever had to explain “unforeseen venue issues” to angry stakeholders.

2. HR Teams: Actually Enforce PTO Policies

John from sales books a 3-week vacation during Q4 crunch time. HR needs to approve it, but they’re stuck in 14-day-old email threads. The integration fixes this by:

• Auto-creating approval requests when PTO is scheduled
• Applying conditional rules (like blackout dates)
• Escalating to department heads if conflicts exist

Cold hard benefit: 63% faster PTO approvals according to actual data (not from us – from a customer who stopped playing calendar tag).

3. Client Services: Kill the Scope Creep

Your project manager schedules a client meeting in DaySchedule. The integration:

- Checks if meeting agenda matches contracted scope
- Requires partner approval before finalizing
- Auto-cancels meetings exceeding project bounds

Translation: Fewer “free consulting” incidents. More profitable client relationships.

Setting This Up Without Losing Your Mind

Here’s the non-BS guide to getting started:

Step 1: Create a Zapier account (free tier works)
Step 2: Connect DaySchedule and ApproveThis as apps
Step 3: Choose your trigger – we recommend starting with “Before Event Starts” in DaySchedule
Step 4: Map these 3 critical fields:
  - Event type → Approval template
  - Attendees → Approvers
  - Custom fields → Calculated approval thresholds
Step 5: Test with a fake event. Seriously. Don’t skip this.

Pro Tip

Use ApproveThis’ vacation delegation feature with DaySchedule’s out-of-office sync. Approvals automatically reroute if someone’s PTO overlaps with an event – no more bottlenecking because Karen went hiking.

Why Your Finance Team Will High-Five You

Approval thresholds + real scheduling data = actual budget control. Example:

When someone schedules:
- $500 team lunch → auto-approved
- $5k client event → needs director sign-off
- $20k conference → triggers CFO review + risk assessment

All tied directly to calendar entries in DaySchedule. No more surprise charges because “the system allowed it.”

External Clients? This Is Your Flex

Here’s the kicker: External approvers don’t need DaySchedule licenses. Client needs to approve workshop dates? Send them an ApproveThis link via email. They click approve/reject. Done. No software training. No “I can’t find the portal.” Just clean audit trails showing who approved what.

When Shit Hits the Fan (Because It Will)

Let’s say an event gets canceled in DaySchedule. The integration can:
- Auto-start post-mortem approval workflow
- Require documentation of cancellation reason
- Trigger refund approvals if deposits were paid
All while keeping the original scheduling data intact for reporting.

Bottom Line

This isn’t about replacing DaySchedule – it’s about giving it teeth. Approval workflows that actually prevent bad decisions, automated based on real scheduling data. For companies juggling 50-5,000 employees, that’s the difference between controlled growth and chaotic scaling.

Next step: Register for ApproveThis, connect your DaySchedule account via Zapier, and stop letting unvetted calendar entries run your business.